RITES Limited – IV

I last valued RITES in August of last year and found it vastly undervalued. I held the stock and it has since been a frustrating 6 months. The stock looks to be stuck in a limbo moving nowhere irrespective of the good results. I valued the stock again after they released their Q3 numbers. Here’s… Continue reading RITES Limited – IV

Published
Categorized as Summer, Vi Tagged

Redington (India) – IV

I valued Redington (India) in August last year after the release of their annual report. I was already holding the stock then and the new numbers still found the stock to be undervalued. I continued to hold the stock and it has been an ambivalent last 6 months. They released their Q3 numbers this past… Continue reading Redington (India) – IV

GAIL (India) – V

I valued Gail (India) 4 times over the last year with the latest being in November’21, I’ve always been bullish about the stock irrespective of it’s ambivalence over the last year. I still believe in the story and their recent growth and income metrics have outperformed my estimates. This is my latest valuation based on… Continue reading GAIL (India) – V

Published
Categorized as Summer, Vi Tagged

Granules India – II

I valued Granules back in July post their annual results and found it to be undervalued. I did not invest in it as the margin was not good enough. I kept tabs on it over the last 5 months and this is my valuation of Granules post their Q2 results. Numbers and Narratives Granules India… Continue reading Granules India – II

GAIL (India) – IV

I valued GAIL (India) back in August and arrived at an intrinsic valuation of ₹201.79. Since then, the stock has been disappointing with a lot of volatility and very little growth. They came out with their Q2 numbers recently and I revalued the company again. Numbers and Narratives Gail (India) is a major player in the… Continue reading GAIL (India) – IV

Published
Categorized as Summer, Vi Tagged

RITES Limited – III

I first valued RITES in May and found it vastly undervalued. I bought the stock then and held it after I revalued it in June. The last two months have been frustrating with the stock going nowhere. The company released their Q1 numbers last week and I took another look at the valuation. I decided… Continue reading RITES Limited – III

Redington (India) – III

I valued Redington (India) for the second time in May after the release of their FY21 numbers. I was already holding the stock then and the new numbers still found the stock to be undervalued. I continued to hold the stock and it had a stellar bull run the last 3 months. They released their… Continue reading Redington (India) – III

GAIL (India) – III

I valued GAIL (India) back in June for the second time in the last 6 months and had a bullish outlook on the stock. I had invested in it in April when I found it grossly undervalued and the stock moved towards my intrinsic value in those 2 months. The stock had since then regressed… Continue reading GAIL (India) – III

Published
Categorized as Summer, Vi Tagged

Aurobindo Pharma – I

I chose to value Aurobindo Pharma based on a screen of high growth, low PE ratio companies for which the EPS growth rate has been greater than stock price growth rate. Numbers and Narratives Aurobindo Pharma is a mature pharmaceutical company that is witnessing a second lease of growth. I expect it to continue growing… Continue reading Aurobindo Pharma – I